See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,027 | $137,414-72.3% | $189,513-79.9% | $85,850-55.7% |
| Participation rate | 80.7% | 84.6%-3.9pp | 87.8%-7.1pp | 69.3%+11.4pp |
| Annual return | 18.73% | 38.14%-19.4pp | 555.15%-536.4pp | 318.53%-299.8pp |
| Employer contribution / active EE | $1,323 | $4,344-69.5% | $6,162-78.5% | $2,565-48.4% |
| Participant deferral / active EE | $2,498 | $6,260-60.1% | $8,221-69.6% | $3,952-36.8% |
| Admin fee / account holder | $3,927 | $8,630-54.5% | $12,045-67.4% | $6,260-37.3% |